Joined Northern Trust
- Bachelor of Science in Economics from Florida State University
- Graduate of Leadership Florida Class XXXI
- Certified Financial Planner (CFP)
- Certified Private Wealth Advisor (CPWA)
- Holds a series 7 and 63 FINRA licenses
As a Senior Wealth Strategist, Dan is responsible for leading the delivery of holistic advice to new clients through investment, fiduciary, banking and wealth planning professionals. Dan's expertise is his ability to collaborate with specialists from multiple disciplines in an integrated manner to help clients achieve their financial goals through the lifecycle of their wealth. His three decades of experience help him identify the key issues and planning opportunities, that high net worth clients face when contemplating retirement, selling a closely-held business, or planning for multigenerational wealth and family governance.
He has over 25 years of experience in serving business owning families, corporate executives, professionals, not-for profits and other wealth owners in a variety of wealth management and private banking roles. Prior to joining Northern Trust in 2013, Dan worked at Sabadell Bank & Trust from 2007-2012 as the Managing Director for West Florida. Prior to that, he was the Sr. Relationship Manager at Wachovia Bank from 2003-2009.
Daniel is an active member in the Florida communities. He is the Immediate Past Chair of United Way Suncoast board and Immediate Past Chair of JoshProvides Epilepsy Assistance Foundation. Daniel is also a National Board Member and Treasurer of National Association of Charitable Gift Planners in Florida.